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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
1476
Salomon & Ludwin
Virginia
$332K +$44.1K +470 +15%
AL
1477
ADE LLC
Maryland
$331K – – –
WFPG
1478
Waller Financial Planning Group
Ohio
$330K – – –
BFG
1479
Berger Financial Group
Minnesota
$330K +$35.6K +378 +12%
SP
1480
Successful Portfolios
Florida
$329K -$188 -2 -0.1%
MAG
1481
Mayfair Advisory Group
Alabama
$329K – – –
LK
1482
Lumbard & Kellner
New Hampshire
$329K – – –
PWSG
1483
Pacific Wealth Strategies Group
California
$328K – – –
CT
1484
Clearstead Trust
Maine
$328K – – –
AIM
1485
Achmea Investment Management
Netherlands
$328K +$328K +3,492 New
PAMG
1486
Patton Albertson Miller Group
Tennessee
$326K -$7.04K -75 -2%
BCM
1487
Becker Capital Management
Oregon
$326K -$5.73K -61 -2%
SBWIC
1488
Schaper Benz & Wise Investment Counsel
Wisconsin
$326K – – –
BWM
1489
BigSur Wealth Management
Florida
$326K – – –
FW
1490
FirstPurpose Wealth
Utah
$326K +$37.4K +398 +13%
CBT
1491
Central Bank & Trust
Kentucky
$325K -$15.6K -166 -5%
BMC
1492
Benin Management Corp
Connecticut
$324K -$14.1K -150 -4%
RIA
1493
Regal Investment Advisors
Michigan
$323K -$70.3K -749 -18%
GC
1494
Garde Capital
Washington
$323K +$23.2K +247 +8%
WPC
1495
Wedmont Private Capital
Pennsylvania
$323K +$91.1K +946 +39%
BEC
1496
Blue Edge Capital
Virginia
$320K +$45.2K +481 +16%
JG
1497
Jefferies Group
New York
$319K +$319K +3,400 New
SIM
1498
Stratos Investment Management
Ohio
$319K +$18.3K +195 +6%
W
1499
Wealthquest
Ohio
$318K – – –
GHAM
1500
Gilman Hill Asset Management
Connecticut
$318K +$16.3K +173 +5%
58 59
60
61 62